Integrated Capital Management, Inc.

RIASEC RegisteredEst. 2009
Total AUM
$232M
Discretionary
$232M
100% of AUM
Avg account
$251K
Accounts
926
Employees
7
Advisory reps
6

Firm details

Headquarters
Jessup, Pennsylvania
CRD number
149489
Registered since
April 14, 2009
Website
www.icm-invest.com
Custodians
CHARLES SCHWAB & CO., INC., MATRIX SECURITIES, INC.
Fee structure
Percentage of AUM, Other
Client types
  • Individuals55.76%
  • State / Municipal Government26.09%
  • Pension & Profit Sharing Plans10.23%
  • HNWI7.14%
  • Charitable Organizations0.78%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Integrated Capital Management, Inc. is an independent registered investment adviser formed in 2009 and privately owned. The firm serves individual and family clients as well as institutional and business accounts, charging fees based on a percentage of assets under management and other fee arrangements. Its advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. The firm self-identifies as an active ESG investor, which factors into its manager and security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 3
  • Joseph Perfilio

    Joseph Perfilio

    Chief Executive OfficerCRD 2421822

  • Michael Paciotti

    Michael Paciotti

    Chief Investment OfficerCRD 2731688

  • Rorry Altmann

    Rorry Altmann

    Chief Operating OfficerCRD 6929068

Contacts

3 of 3
  • Brian Tugend

    Brian Tugend

    Senior Investment SpecialistCRD 7010783

  • Ryan Lehman

    Ryan Lehman

    Director of InvestmentsCRD 4911734

  • Peter Seyler

    Peter Seyler

    Senior Investment SpecialistCRD 4459520

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 38

Active vs passive

$197M in ETFs

Passive

69%

$137M

Active

17%

$60.4M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS US LARGE CAP VALUE ETF (AVLV)AvantisActiveLarge Value$21.6M236,63310.94%
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Location

Primary office

Jessup, PA

Lackawanna

Location

Jessup, PA

Headquartered in Jessup, PA, in the Northeast of the United States.

Region
Northeast
County
Lackawanna
Address
The Tekridge Ctr Alberigi Dr
Time zone
ET (UTC-5)
Office locations

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